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302DIGITAL ADVISORY

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Practice Automation

Your Virtual Back Office

Save 10-15 hours per month. We automate intake, scheduling, billing, and document management — using the tools you already have.

What We Automate

Six core workflows that eat up your time. We build them once, they run forever.

📞

Intake

AI receptionist answers calls, qualifies leads, books consults automatically.

📅

Scheduling

Clients book directly on your calendar. No back-and-forth emails.

📁

Documents

Incoming docs auto-filed to correct matter folder. Never misfile again.

💰

Billing

Auto-generate invoices from time entries. Sync to QuickBooks.

📧

Follow-Ups

Automated reminders for appointments, unpaid invoices, document requests.

📊

Reporting

Weekly summary of new leads, matters opened, revenue collected.

Tools We Integrate

We work with YOUR tools. No migration required.

GmailOutlookClioMyCasePracticePantherGoogle CalendarCalendlyQuickBooksDropboxGoogle Drive8x8RingCentralGrasshopper

...and 3,000+ more via Zapier/Make

Pricing

Choose your level of automation. Start small or go all-in.

Quick Win

$750 - $1,500one-time

1-2 core automations

  • Choose 1-2 automations
  • 2-week delivery
  • Basic training included
  • 30-day support

Best for: "I know exactly what I need"

Popular

Virtual Back Office

$3,500 - $5,000one-time

All 6 core automations

  • All 6 automations above
  • Custom workflows
  • Full training & documentation
  • 30-day support

Best for: "Automate everything"

Managed Operations

$1,000/month

Ongoing optimization

  • Everything in Virtual Back Office
  • Ongoing optimization
  • Priority support
  • Quarterly reviews

Best for: "Never think about it again"

Not sure which is right? Get a free automation audit →

Frequently Asked Questions

Ready to get 10-15 hours back every month?

Schedule a free automation audit. We'll show you exactly what to automate first.